“人形机器人第一股”拿下2.64亿元订单,机器人ETF(159770)昨日获申购近4000万份,机构:板块距离“底部确认、反弹启动”窗口期越来越近

Group 1 - A-shares showed mixed performance on November 26, with the electronic sector continuing its strong momentum while the robotics sector experienced a slight pullback [1] - The CSI Robotics Index fell by 0.09%, with notable gainers including Weichuang Electric rising over 6% and other stocks like Oat Technology and Leisai Intelligent also performing well [1] - The Robotics ETF (159770) had a trading volume of 234 million yuan and a turnover rate of 2.40%, ranking first among similar products in the Shenzhen market [1] Group 2 - The Robotics ETF (159770) has seen net inflows for 18 out of the last 20 trading days, accumulating over 1.2 billion yuan in total inflows, leading the Shenzhen market in both net inflow days and total net inflow amount [1] - The electronic sector also maintained its strength, with the CSI Electronic Index rising by 1.96%, and significant gains from stocks like Changying Precision, Huadian Co., and Tianyue Advanced [1] - The Electronic ETF (159997) focuses on key areas such as semiconductors, consumer electronics, and AI chips, effectively packaging leading companies in the electronic industry [1][2] Group 3 - The Robotics ETF (159770) includes major stocks from manufacturing and information technology services, with top holdings like Huichuan Technology and iFlytek [2] - Recently, UBTECH, known as the "first humanoid robot stock," won a bid for a humanoid robot data collection and testing center project worth 264 million yuan [2] - Open-source Securities indicated that the humanoid robot sector is approaching a "bottom confirmation and rebound initiation" period, with 2026 expected to be a significant year for mass production of domestic humanoid robots [2]